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dan lifshits

T2 · manager / operator

Dan Lifshits is a co-founder of Dwelly, an AI-enabled roll-up consolidating independent lettings agencies across the UK. He previously lived in the UK and studied at London School of Economics. He emphasizes founder-led AI-native building and long-term defensibility in AI-transformed service industries.

2 calls·2 names·100% bull·last heard 2 months ago·Scaling Europe
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$DWELLYDwelly

Dwelly founders see trillion‑dollar AI‑native lettings opportunity in Europe

Dwelly’s AI‑native platform automates compliance and property‑management tasks, letting agents focus on high‑value client interactions, which drives scalable growth and defensibility in a large European residential lettings market.

Scaling Europe2026-07episode →
2ndmedium conviction
$GENERAL-CATALYSTGeneral Catalyst

General Catalyst triples down on Dwelly, co-leading $170M Series B after early backing

General Catalyst, an early investor in Dwelly, tripled its commitment to co-lead the Series B, signaling deep conviction in the AI-native services roll-up model after observing the company's execution.

Scaling Europe2026-07episode →

most discussed · click a bar to filter

  • $DWELLY
  • $GENERAL-CATALYST

recurring themes

  • AI Applications1
  • AI Economics & Business Models1
  • Enterprise AI Adoption1
2 total
$DWELLY
Dwelly
MEDdan lifshits·Scaling Europe·2 months ago·BREAKING: Dwelly raised $170m Series B: Dan Lifshits & Ilia Drozdov, Co-founders of Dwelly
Dwelly founders see trillion‑dollar AI‑native lettings opportunity in Europe
Dwelly’s AI‑native platform automates compliance and property‑management tasks, letting agents focus on high‑value client interactions, which drives scalable growth and defensibility in a large European residential lettings market.
">> So, the opportunity to build trillion dollar business here on the table. To to give a bit of a sense of the figure. So, kind of there is just about 20,000 agents in the UK alon…"
8:01
$GENERAL-CATALYST
General Catalyst
MEDdan lifshits·Scaling Europe·2 months ago·BREAKING: Dwelly raised $170m Series B: Dan Lifshits & Ilia Drozdov, Co-founders of Dwelly
General Catalyst triples down on Dwelly, co-leading $170M Series B after early backing
General Catalyst, an early investor in Dwelly, tripled its commitment to co-lead the Series B, signaling deep conviction in the AI-native services roll-up model after observing the company's execution.
"you could see a lot of tickets you grow flat and General Catalyst triple down, and basically collating this round."
0:27
8
AI Applicationstailwind
AI‑native platforms poised to reshape European lettings and services
By embedding AI agents into lettings workflows, Dwelly automates compliance and property‑management tasks, freeing agents to focus on high‑value client interactions, which drives scalable growth and creates a defensible model replicable across other European service sectors.
7
AI Economics & Business Modelsmixed
Long-term moats in AI roll-ups shift from technology to owned distribution as AI commoditizes
When AI capabilities become universally accessible in 5-10 years, competitive advantage in AI-enabled roll-ups will derive from owning the underlying businesses and distribution rather than proprietary AI, making the roll-up model itself the primary moat.
7
Enterprise AI Adoptiontailwind
Founders must personally operate at AI frontier to drive organizational AI-native transformation
CEOs must directly build with AI tools to understand frontier capabilities viscerally, enabling them to disseminate AI-native practices throughout the organization and avoid becoming 'redundant CEOs' of legacy-style corporations.